Trust Administrator jobs in Cincinnati, OH

Trust Administrator manages and administers a group of trust accounts. Reviews legal and financial documents, cultivates customer relationships and transfers and invests balances for clients. Being a Trust Administrator requires a bachelor's degree in area of specialty. Typically reports to a manager or head of a unit/department. To be a Trust Administrator typically requires 2 to 4 years of related experience. Gains exposure to some of the complex tasks within the job function. Occasionally directed in several aspects of the work. (Copyright 2024 Salary.com)

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TRUST INVESTMENT ADVISOR - Cincinnati/Northern KY
  • Careers at Stock Yards Bank & Trust Co.
  • Cincinnati, OH FULL_TIME
  • As a Trust Investment Advisor, your day will be filled with opportunities to direct the investment needs and goals of assigned investment management and trust accounts. Experience in investments with business development skills is important while Stock Yards Bank will provide a professional environment to continually improve the candidate’s skills and to further his/her career goals for advancement within the banking profession.  Our past accomplishments and continued future successes are directly attributed to the individual success of our employees.  

    Responsibilities 

    Daily responsibilities include, but are not limited to, the following: 

    • Participate in asset allocation of assigned customer portfolios
    • Evaluate alternative investments
    • Responsible for investment management of assigned accounts, monitoring and review
    • Member of the Trust Investment Committee
    • Participate in security selection process
    • Communicate investment results to clients
    • Responsible for new business development calls
    • Develop new and additional business among existing trust clients 

        Job Requirements 

        The successful candidate will have the following qualifications: 

        • BS/BA in business finance or related field
        • Minimum of 3 years experience in investments
        • Proven ability to successfully interact with clients
        • Proven business development skills
        • Professional appearance and demeanor
        • Excellent communication skills
        • Broad knowledge of the equity and fixed income markets
        • CFP or CFA designation preferred

        Benefits

        • 401(k) with a company match of up to 6%
        • ESOP employer match
        • Medical insurance
        • Dental insurance
        • Vision insurance
        • Cancer / Disease insurance
        • Accident insurance
        • Flexible Spending Accounts
        • Health Savings Accounts
        • Humana Go365 Wellness & Rewards Program
        • Bank paid Life / AD& D insurance
        • Voluntary Life / AD&D insurance
        • Bank paid Short-Term and Long-Term Disability insurance
        • Employee Stock Purchase Plan
        • Employee Assistance Program

        Physical Requirements

        The physical demands described here are representative of those that must be met by an employee in order to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

        This position requires sitting the majority of the time with limited walking and standing. All work occurs indoors and within regular working hours. The noise level in the work environment is usually moderate.

      • 7 Days Ago

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      Trust Associate
      • Johnson Investment Counsel
      • Kenwood, OH FULL_TIME
      • Job Title: Trust Associate Date: March 2023 Department Trust Reports To: Manager of Trust Services FLSA Classification: Exempt Summary / objective of position: Support Wealth Advisory Services Trust O...
      • 8 Days Ago

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      Senior Trust Officer
      • Bank of America
      • Cincinnati, OH FULL_TIME
      • Job Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we...
      • 28 Days Ago

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      Administrator
      • Cincinnati, OH
      • Cincinnati, OH FULL_TIME
      • Judson Care Center JOB DESCRIPTION Job Title: Administrator Department: Administration Reports To: Board of Directors FLSA Status: Exempt Summary: The primary purpose of your job position is to direct...
      • Just Posted

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      Administrator
      • Judson Care Center
      • Cincinnati, OH FULL_TIME
      • Judson Care Center JOB DESCRIPTION Job Title: Administrator Department: Administration Reports To: Board of Directors FLSA Status: Exempt Summary: The primary purpose of your job position is to direct...
      • 8 Days Ago

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      Administrator
      • Woodcrest Nursing and Rehab
      • Covington, KY FULL_TIME
      • Direct the day-to-day functions of the facility in accordance with current federal, state and local standards, guidelines, and regulations that govern the nursing facility. Resposibilities will encomp...
      • 9 Days Ago

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      0 Trust Administrator jobs found in Cincinnati, OH area

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      Chief Fiduciary Officer
      • ClearPoint Federal Bank & Trust
      • Batesville, IN
      • Job Description Job Description Chief Fiduciary Officer Job Brief At ClearPoint Federal Bank & Trust (ClearPoint), you a...
      • 4/24/2024 12:00:00 AM

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      Locum Tenens Nurse Anesthetist (CRNA) - $100-160 per hour
      • Hiring Now!
      • Ft Mitchell, KY
      • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Edgewood, Kentucky. Job Description ...
      • 4/24/2024 12:00:00 AM

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      AVP/VP of Advanced Analytics
      • Great American Insurance Group
      • Cincinnati, OH
      • As a key member of the Business Data & Analytics Leadership team, the Assistant Vice President / Vice President of Advan...
      • 4/23/2024 12:00:00 AM

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      Assistant Vice President/Vice President of Advanced Analytics
      • Great American Insurance Group
      • Cincinnati, OH
      • Be Here. Be Great. Working for a leader in the insurance industry means opportunity for you. Great American Insurance Gr...
      • 4/23/2024 12:00:00 AM

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      Probate Paralegal
      • Combs & Schaefer Law Firm
      • Middletown, OH
      • Job Description Job Description Function : The Paralegal provides legal and administrative assistance to the Law Firm wh...
      • 4/23/2024 12:00:00 AM

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      Locum Tenens CRNA - Anesthesia - $100-160 per hour
      • Hiring Now!
      • Ft Mitchell, KY
      • Caliber Healthcare Solutions is seeking a CRNA Anesthesia for a locum tenens job in Edgewood, Kentucky. Job Description ...
      • 4/23/2024 12:00:00 AM

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      Foundation Office Trust Administrator
      • Fifth Third Bank
      • Cincinnati, OH
      • Make banking a Fifth Third betterWe connect great people to great opportunities. Are you ready to take the next step? Di...
      • 4/22/2024 12:00:00 AM

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      Seasonal Office Assistant / Tax Assembler
      • Fiducial Support Systems, Inc.
      • Cincinnati, OH
      • **Company Overview** Founded in France in 1970, Fiducial is a major provider of financial services (Business Counseling,...
      • 4/21/2024 12:00:00 AM

      Cincinnati (/ˌsɪnsɪˈnæti/ SIN-sih-NAT-ee) is a major city in the U.S. state of Ohio, and is the government seat of Hamilton County. Settled in 1788, the city is located at the northern side of the confluence of the Licking and Ohio rivers, the latter of which marks the state line with Kentucky. The city drives the Cincinnati–Middletown–Wilmington combined statistical area, which had a population of 2,172,191 in the 2010 census making it Ohio's largest metropolitan area. With a population of 296,943, Cincinnati is the third-largest city in Ohio and 65th in the United States. Its metropolitan ar...
      Source: Wikipedia (as of 04/11/2019). Read more from Wikipedia
      Income Estimation for Trust Administrator jobs
      $60,602 to $77,438
      Cincinnati, Ohio area prices
      were up 1.1% from a year ago

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      We work hard to make the trust administration process easy, quick, and inexpensive.
      December 14, 2019
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      The assets in the trust should pass almost automatically to the designated beneficiaries.
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